BizAutomation Cloud ERP

Ongoing enhancements and development along with easy access to responsive support via telephone and email.

No dislikes so far. We are using the email, accounting, contact and client management, document archive and reporting functions.

Explore Biz Automation before you consider any other cloud-based ERP option because the price performance value of Biz Auto is still the best by far.

Biz Automation helps consolidate most of our business functions including accounting and record archives that can be accessed from anywhere.

ability to charge client right away, the organization and ability to pull clients and products out by specific qualifications. Customized organization - being able to choose what we want to see and use.

viewing sales

there are some complicated part that I am still learning.

some sales are getting lost in between "pay periods". something is off on the clock setting

Also you arent always sent to the same screen you were working on. clicking between clients doesnt leave you on the same sscreen you were working on - cannot open multiple screens on clients

immediate charging ability

reasons for declines

benefits of making honest amongest co-workers in the system - upper-level management likes that very much

I like that I have control over my sales and can charge them right away.

sometimes a little hard to navigate clients as used to looking up appointments I set by dates. Too many steps in actions

at first it seemed very complicated but getting to learn the system after 8 months, I love it

faster charging of sales, being able to see the decline credit card right away helps

Great value, outstanding customer service, and the flexibility to add custom features

need to enter phone numbers with dashes, instead of having a phone number formatted field

Allow sufficient time to implement

We picked BizAutomation because we were able to solve all our issues with running different software or having modules syncing data. BizAuto gave us a one software solution, allowing us to have Finance/CRM/Warehousing/Inventory on one platform with live data.

The flexibility of custom settings & functions and constant improvements of the system.

After better understanding of how "things flow" through the system, I can't say that I dislike any module or

- being able to combining two separate systems (CRM and Accounting into one system.

- mass processing orders, including charging and shipping

- cloud system allows access from anywhere anytime

- having technical support